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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,640 | $67,602+111.0% | $82,312+73.3% | $70,126+103.4% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 15.55% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $952 | $1,755-45.8% | $2,428-60.8% | $2,343-59.4% |
| Participant deferral / active EE | $4,339 | $2,987+45.3% | $3,706+17.1% | $3,332+30.2% |
| Admin fee / account holder | $8,133 | $4,512+80.3% | $5,608+45.0% | $4,645+75.1% |